Close + FastBill Integration

Connect Close to FastBill in 1 click

Integrate Close + FastBill For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Close + FastBill Workflows

Create FastBill order for new Close opportunity

Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Close and FastBill work together to make accounting and bookkeeping simple.

When you create a opportunity in Close, it will automatically create an order in FastBill. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Close and FastBill.

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Create FastBill contact for new Close contact

In order to keep your accounting and customer records in sync, when you create a contact in Close, this automation will automatically create a contact in FastBill.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Close and FastBill!

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Create Your Own Close & FastBill Integration Without Any Code

Create Custom Workflow

Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close

Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Search contact in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Create customer in FastBill
Create offer in FastBill
Create invoice in FastBill
Add revenue in FastBill
Finalize invoice in FastBill

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Want to automate something else in your workflow?

You Can Also Connect Close or FastBill With 1200+ Other Apps

Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.

See Close Integrations

Ditch the paperwork! FastBill automates invoicing, receipt management, and bookkeeping for freelancers and small businesses. Create professional invoices, categorize expenses, and gain real-time financial insights - all in one secure platform.

See FastBill Integrations